Agape Child & Family Services, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (Agape Child & Family Services, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Agape Child & Family Services, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Agape Child & Family Services, Inc. under EIN 23-7039683 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $1,504,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agape Child & Family Services, Inc.
- EIN
- 23-7039683
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $1,504,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241008091428NAL0017333537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,504,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,504,122
- Net assets (BOY)
- $1,293,065
Income & contributions
- Employer contributions
- $145,367
- Participant contributions
- $157,433
- Total contributions
- $302,800
- Total income / additions
- $522,338
Expenses & distributions
- Benefits paid
- $299,797
- Administrative expenses
- $11,484
- Total expenses
- $311,281
- Net increase / (decrease)
- $211,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Duncan Williams Asset Management | INVESTMENT ADVISOR | $6,330 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,013 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $141 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Agape Child & Family Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Duncan Williams Asset Management — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation